SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $255,000 | -13.0% | 1,990 | -12.3% | 0.02% | -12.0% |
| Q4 2021 | $293,000 | +6.5% | 2,269 | -3.0% | 0.02% | 0.0% |
| Q3 2021 | $275,000 | -3.8% | 2,340 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $286,000 | +3.6% | 2,339 | -0.0% | 0.02% | -7.4% |
| Q1 2021 | $276,000 | +11.3% | 2,340 | -0.0% | 0.03% | +3.8% |
| Q4 2020 | $248,000 | +14.8% | 2,341 | +0.1% | 0.03% | 0.0% |
| Q3 2020 | $216,000 | +1.4% | 2,338 | -0.1% | 0.03% | -18.8% |
| Q2 2020 | $213,000 | -15.5% | 2,340 | 0.0% | 0.03% | +10.3% |
| Q4 2019 | $252,000 | +5.0% | 2,340 | +0.0% | 0.03% | +3.6% |
| Q3 2019 | $240,000 | -7.3% | 2,339 | -8.8% | 0.03% | -9.7% |
| Q2 2019 | $259,000 | +1.6% | 2,565 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $255,000 | +12.8% | 2,565 | +1.6% | 0.03% | 0.0% |
| Q4 2018 | $226,000 | -8.5% | 2,525 | 0.0% | 0.03% | +14.8% |
| Q3 2018 | $247,000 | +152.0% | 2,525 | +136.0% | 0.03% | +170.0% |
| Q3 2017 | $98,000 | +27.3% | 1,070 | 0.0% | 0.01% | +100.0% |
| Q3 2015 | $77,000 | – | 1,070 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |